Technology News

Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.

Micron Rises on UBS Target Hike Amid HBM4 Supply Concerns
Technology Sarah Chen

Micron Rises on UBS Target Hike Amid HBM4 Supply Concerns

Micron shares gained 3% to $394.69 after UBS raised its price target to $450, citing prolonged memory shortages. However, a separate report suggests Micron may miss out on Nvidia's next-generation HBM4 orders.

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Oracle Shares Rebound on $50 Billion Cloud Funding Plan
Technology Sarah Chen

Oracle Shares Rebound on $50 Billion Cloud Funding Plan

Oracle stock surged 4.6% to $142.82, ending an eight-day losing streak after announcing plans to raise up to $50 billion for cloud expansion in 2026.

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Oracle Rebounds on $50B Cloud Funding Plan, Ending 8-Day Decline
Technology Sarah Chen

Oracle Rebounds on $50B Cloud Funding Plan, Ending 8-Day Decline

Oracle shares surged 4.6% to $142.82 Friday, halting an eight-session losing streak. The rally followed the company's announcement of plans to raise $45–$50 billion in 2026 to expand its cloud infrastructure.

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ASML Rides Chip Rally Ahead of Key Economic Data and Dividend Date
Technology Sarah Chen

ASML Rides Chip Rally Ahead of Key Economic Data and Dividend Date

ASML shares surged 4.6% on Friday, mirroring a 5.7% gain in the semiconductor index, as investors returned to AI-related stocks. Attention now turns to upcoming U.S. jobs data and the company's ex-dividend dates.

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Samsung Eyes HBM4 Production Start for Nvidia Amid Market Scrutiny
Technology Sarah Chen

Samsung Eyes HBM4 Production Start for Nvidia Amid Market Scrutiny

Samsung Electronics is reportedly preparing to begin mass production of HBM4 memory chips for Nvidia later this month, with shipments expected after the Lunar New Year holiday.

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Tencent's AI Cash Splash Meets WeChat Limits as Tech Sector Slips
Technology Sarah Chen

Tencent's AI Cash Splash Meets WeChat Limits as Tech Sector Slips

Tencent shares fell 1.97% to HK$547.50 Friday amid a 1-billion-yuan AI giveaway and WeChat promotion restrictions, with the Hang Seng TECH Index dropping 1.11%.

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Tesla shares gain 3.5% on solar and AI developments, but weekly loss persists
Technology Sarah Chen

Tesla shares gain 3.5% on solar and AI developments, but weekly loss persists

Tesla stock closed at $411.11 Friday, rising 3.5% but still down 4.5% for the week. The company announced a 100GW U.S. solar manufacturing target and is operating an AI training center in China for assisted driving.

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Broadcom Surges 7% on AI Infrastructure Spending Optimism
Technology Sarah Chen

Broadcom Surges 7% on AI Infrastructure Spending Optimism

Broadcom shares rallied over 7% Friday, closing at $332.92, fueled by renewed investor focus on AI data-center capital expenditure. The company's next earnings report is scheduled for March 4.

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Alphabet Shares Extend Losses as AI Capex Concerns Weigh on Big Tech
Technology Sarah Chen

Alphabet Shares Extend Losses as AI Capex Concerns Weigh on Big Tech

Alphabet's Class C stock fell for a fourth consecutive session, closing at $323.10, as investor caution grows over escalating AI infrastructure spending plans for 2026.

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Meta Shares Dip Amid AI Spending Concerns and European Regulatory Pressure
Technology Sarah Chen

Meta Shares Dip Amid AI Spending Concerns and European Regulatory Pressure

Meta Platforms stock declined 1.3% as investors weigh the impact of massive AI capital expenditures and potential new European restrictions on youth social media access.

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Apple Navigates Chip Cost Pressures and CarPlay AI Expansion
Technology Sarah Chen

Apple Navigates Chip Cost Pressures and CarPlay AI Expansion

Apple shares edged higher Friday as investors weighed potential iPhone price adjustments amid memory chip shortages and reports of opening CarPlay to third-party AI voice apps.

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Tech Giants' Massive AI Spending Spree Sparks Investor Concerns Over Cash Flow
Technology Sarah Chen

Tech Giants' Massive AI Spending Spree Sparks Investor Concerns Over Cash Flow

Major tech firms plan over $630 billion in AI data center investments for 2026, raising fears about vanishing free cash flow and potential cuts to shareholder returns. Amazon shares fell 9% after announcing a $200 billion capex plan.

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